Equifax Inc
EFX- Exchange
- NYSE
- Industry
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0000033185
In the last 90 days, Equifax Inc insiders filed 0 open-market purchases and 2 sales; 838 institutions reported holding it in 13F filings for Q2 2026, worth $19.0B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Weitz Investment Management.
13F holders, Q1 2023
Institutional positions in Equifax Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 664
- +38 vs. Q4 2022
- Shares held
- 120.9M
- −769.5K (−0.6%) vs. Q4 2022
- Total value
- $24.5B
- +$893.8M (+3.8%) vs. Q4 2022
- New holders
- 75
- 221 more added
- Sold out
- 37
- 212 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EFX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 838 | $19.0B |
| Q1 2026 | 876 | $21.7B |
| Q4 2025 | 896 | $25.4B |
| Q3 2025 | 857 | $31.0B |
| Q2 2025 | 862 | $30.9B |
| Q1 2025 | 812 | $30.0B |
| Q4 2024 | 850 | $30.2B |
| Q3 2024 | 839 | $34.9B |
| Q2 2024 | 761 | $29.3B |
| Q1 2024 | 770 | $31.6B |
| Q4 2023 | 730 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 687 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 627 | $19.9B |
| Q2 2022 | 635 | $20.6B |
| Q1 2022 | 699 | $26.6B |
| Q4 2021 | 696 | $32.7B |
| Q3 2021 | 660 | $28.4B |
| Q2 2021 | 631 | $26.7B |
| Q1 2021 | 589 | $20.5B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washington Trust Co | 1,500 | $304.3K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 1,501 | $304.5K | 0.03% | −1−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,506 | $305.5K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,510 | $306.3K | 0.00% | +1,510 | New |
| BSW Wealth Partners | 1,518 | $307.9K | 0.06% | +51+3.5% | Added |
| Horizon Investments, LLC | 1,522 | $308.7K | 0.01% | +130+9.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,550 | $314.4K | 0.04% | −50−3.1% | Reduced |
| Toroso Investments, LLC | 1,552 | $315.0K | 0.01% | +103+7.1% | Added |
| Private Trust Co NA | 1,570 | $318.5K | 0.04% | −24−1.5% | Reduced |
| TrueWealth Advisors, LLC | 1,583 | $321.1K | 0.13% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,585 | $321.4K | 0.03% | −2−0.1% | Reduced |
| We Are One Seven, LLC | 1,596 | $323.7K | 0.02% | +128+8.7% | Added |
| EverSource Wealth Advisors, LLC | 1,599 | $324.3K | 0.04% | +40+2.6% | Added |
| Trust Co of Virginia | 1,600 | $324.5K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,640 | $332.7K | 0.00% | +196+13.6% | Added |
| Lincoln National Corp | 1,645 | $333.7K | 0.01% | +1,645 | New |
| Ironwood Investment Counsel, LLC | 1,650 | $334.7K | 0.08% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,653 | $335.3K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,662 | $337.2K | 0.00% | +222+15.4% | Added |
| Quadrant Capital Group LLC | 1,665 | $337.7K | 0.04% | +30+1.8% | Added |
| Oxford Financial Group Ltd | 1,714 | $347.7K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 1,716 | $348.1K | 0.01% | −11−0.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,725 | $349.9K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,725 | $350.0K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,758 | $356.6K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,783 | $361.7K | 0.00% | −192−9.7% | Reduced |
| Atria Wealth Solutions, Inc. | 1,790 | $363.1K | 0.01% | +9+0.5% | Added |
| Rappaport Reiches Capital Management, LLC | 1,800 | $365.1K | 0.16% | −500−21.7% | Reduced |
| Shapiro Capital Management LLC | 1,800 | $365.1K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 1,816 | $368.4K | 0.00% | −2−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 1,823 | $370.0K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 1,833 | $371.8K | 0.01% | +593+47.8% | Added |
| CWM Advisors, LLC | 1,854 | $376.1K | 0.05% | +85+4.8% | Added |
| Pathstone Family Office, LLC | 1,798 | $379.5K | 0.01% | +1,798 | New |
| Washington Trust Advisors, Inc. | 1,878 | $380.9K | 0.04% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,880 | $381.3K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,883 | $382.0K | 0.00% | −25−1.3% | Reduced |
| ISAM Funds (UK) Ltd | 1,888 | $383.0K | 0.49% | +1,888 | New |
| Banque Cantonale Vaudoise | 1,900 | $385.0K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,900 | $385.4K | 0.03% | −210−10.0% | Reduced |
| One Capital Management, LLC | 1,900 | $385.4K | 0.02% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,916 | $388.6K | 0.08% | 00.0% | Unchanged |
| First Manhattan Co | 1,928 | $391.1K | 0.00% | −668−25.7% | Reduced |
| Rockefeller Capital Management L.P. | 1,937 | $392.0K | 0.00% | +313+19.3% | Added |
| CAPROCK Group, Inc. | 1,940 | $393.7K | 0.03% | +515+36.1% | Added |
| BBR Partners, LLC | 2,000 | $405.7K | 0.05% | −48−2.3% | Reduced |
| Nicolet Bankshares Inc | 2,023 | $410.3K | 0.13% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,025 | $410.8K | 0.54% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,044 | $414.6K | 0.00% | +177+9.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,055 | $416.8K | 0.26% | +41+2.0% | Added |
| Point72 Middle East FZE | 2,073 | $420.5K | 0.02% | +2,073 | New |
| South Dakota Investment Council | 2,085 | $423.0K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,100 | $426.0K | 0.26% | +2,100 | New |
| Keybank National Association | 2,109 | $427.8K | 0.00% | +5+0.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,132 | $432.0K | 0.01% | +576+37.0% | Added |
| Wedmont Private Capital | 2,197 | $434.5K | 0.06% | +99+4.7% | Added |
| Manchester Capital Management LLC | 2,150 | $436.1K | 0.06% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,170 | $440.2K | 0.05% | +36+1.7% | Added |
| Ancora Advisors, LLC | 2,223 | $450.9K | 0.01% | +30+1.4% | Added |
| Allworth Financial LP | 2,280 | $462.5K | 0.00% | −10−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 2,289 | $464.3K | 0.05% | −537−19.0% | Reduced |
| Sun Life Financial INC | 2,323 | $469.7K | 0.03% | −210−8.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,318 | $470.0K | 0.01% | −840−26.6% | Reduced |
| Financial Advisory Corp | 2,324 | $471.0K | 0.22% | −228−8.9% | Reduced |
| Bleakley Financial Group, LLC | 2,347 | $476.0K | 0.02% | +75+3.3% | Added |
| Sawtooth Solutions, LLC | 2,350 | $476.6K | 0.01% | +824+54.0% | Added |
| Intercontinental Wealth Advisors, LLC | 2,380 | $482.8K | 0.12% | −81−3.3% | Reduced |
| Two Sigma Securities, LLC | 2,477 | $502.4K | 0.04% | +2,477 | New |
| Janney Capital Management LLC | 2,488 | $505.0K | 0.04% | +27+1.1% | Added |
| Doheny Asset Management | 2,500 | $507.0K | 0.46% | 00.0% | Unchanged |
| Annandale Capital, LLC | 2,517 | $511.0K | 0.16% | +2+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 2,603 | $528.0K | 0.01% | +257+11.0% | Added |
| Athena Investment Management | 2,633 | $534.1K | 0.38% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,646 | $536.7K | 0.00% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 2,666 | $540.8K | 0.04% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,689 | $545.4K | 0.04% | +325+13.7% | Added |
| Alberta Investment Management Corp | 2,700 | $547.7K | 0.01% | +2,700 | New |
| Simplex Trading, LLC | 2,734 | $554.0K | 0.03% | +1,790+189.6% | Added |
| NWF Advisory Services Inc. | 2,404 | $565.7K | 0.13% | +2,404 | New |
| Linscomb & Williams, Inc. | 2,819 | $571.8K | 0.03% | −245−8.0% | Reduced |
| Eagle Ridge Investment Management | 2,828 | $573.6K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,835 | $574.7K | 0.06% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,868 | $581.7K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 2,885 | $585.0K | 0.01% | −79−2.7% | Reduced |
| Vestcor Inc | 2,887 | $586.0K | 0.02% | −16−0.6% | Reduced |
| Aberdeen Wealth Management LLC | 2,900 | $588.2K | 0.44% | 00.0% | Unchanged |
| Veritable, L.P. | 2,907 | $589.7K | 0.01% | +146+5.3% | Added |
| Impax Asset Management Group plc | 2,915 | $591.3K | 0.00% | −116−3.8% | Reduced |
| AIA Group Ltd | 2,932 | $594.7K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,963 | $601.0K | 0.01% | −85−2.8% | Reduced |
| Perpetual Ltd | 2,975 | $603.4K | 0.01% | +2,975 | New |
| New England Capital Financial Advisors LLC | 3,034 | $615.5K | 0.43% | 00.0% | Unchanged |
| Huntington National Bank | 3,059 | $620.5K | 0.01% | +32+1.1% | Added |
| Spinnaker Trust | 3,125 | $633.9K | 0.05% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,136 | $636.1K | 0.01% | +3,136 | New |
| Triangle Securities Wealth Management | 3,196 | $648.3K | 0.23% | −85−2.6% | Reduced |
| Veriti Management LLC | 3,202 | $649.5K | 0.08% | +349+12.2% | Added |
| Assetmark, Inc | 3,209 | $650.9K | 0.00% | −6,235−66.0% | Reduced |
| Beacon Pointe Advisors, LLC | 3,234 | $655.9K | 0.01% | −2,331−41.9% | Reduced |
| Ostrum Asset Management | 3,258 | $660.9K | 0.06% | +3,258 | New |